About the Forum
The 2026 Dynasty Investor Forum invites you to navigate the infinite, where possibility has no bounds and innovation drives what’s next. Through dynamic dialogue and meaningful connection, we will explore the ideas, strategies, and partnerships shaping the future, empowering our community to lead with vision in an ever-unfolding landscape.
2026 Investors
Forum Highlights
Public & Private Markets, Connected
Explore how leading investors are integrating insights across public markets, private equity, private credit, real assets, and secondaries to navigate today's complex investment landscape
Deep Dives on Today's Defining Themes
Engage with ClOs, portfolio managers, and strategists as they unpack the forces shaping portfolios - including macro policy, Al, infrastructure, energy demand, and evolving capital markets.
From Insight to Implementation
Gain advisor-relevant perspectives on how investment ideas translate into portfolio construction, client conversations, and scalable solutions for the modern RIA.
Community, Networking & Culture
Connect with the Dynasty Network through curated networking and shared experiences designed to foster meaningful relationships, collaboration, and long-term community
01
Public & Private Markets, Connected
Explore how leading investors are integrating insights across public markets, private equity, private credit, real assets, and secondaries to navigate today's complex investment landscape.
02
Deep Dives on Today's Defining Themes
Engage with ClOs, portfolio managers, and strategists as they unpack the forces shaping portfolios - including macro policy, Al, infrastructure, energy demand, and evolving capital markets.
03
From Insight to Implementation
Gain advisor-relevant perspectives on how investment ideas translate into portfolio construction, client conversations, and scalable solutions for the modern RIA.
04
Community, Networking & Culture
Connect with the Dynasty Network through curated networking and shared experiences designed to foster meaningful relationships, collaboration, and long-term community.
2026 Investors Forum Highlights
Dynasty Investment Team
Shirl Penney
President and CEO
Bob Shea
Chief Investment Officer
Karim Simplis, CFA
Director, Private Markets
Jaycee Kertzman, CFA
Portfolio Manager & Director of Outsourced Solutions
Pat Nerney
Head of Investment Solutions
Nick Holuta, CFA
Portfolio Manager, SVP
Denise Brackett, CIMA
Investment Consulting, SVP
Brendan Bell
Strategy & Execution, Investment Platform
Jason Hyland, CAIA, CIMA, RMA, AIF
Investment Consulting, SVP
Matthew Myers, MSF
Strategy & Execution Specialist, AVP
Bailee Hill
Investment Solutions, AVP
Laura Young
Investment Solutions, AVP
Emirson Abdullaj
Investment Solutions, AVP
Jimmy Qian
Client Portfolio Management, AVP
Kaden Hullick
Client Portfolio Management, Senior Associate
Kurt Cohen, MSF
Portfolio Management, Associate
